Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,020 | $99,345-50.7% | $84,753-42.2% | $273,972-82.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.78% | 22.93%-15.2pp | 22.78%-15.0pp | 41.46%-33.7pp |
| Employer contribution / active EE | $6,218 | $4,214+47.6% | $3,574+74.0% | $4,869+27.7% |
| Participant deferral / active EE | $4,980 | $4,270+16.6% | $3,712+34.2% | $5,287-5.8% |
| Admin fee / account holder | $1 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |